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How to Start Investing?

Generally, a beginner investor finds the mutual fund investing process a little complicated. We try to make things simple for all aspiring investors through our hassle-free onboarding process.

Please understand a few key documents which are required to get onboarded for opening a Mutual Fund trading account:

  • You need to complete a KYC process, if not already done. Please check here to see if your KYC is OK or not.

    • You can complete your KYC online from our mobile app, "FUNDCONNECT". Simply install the app and proceed.
    • You will be required to upload a picture of your PAN Card, address proof, and a signature on plain paper to complete our Video KYC, verified with an Aadhaar-based OTP (please check this demo video)

  • If you have already completed your KYC or your Video KYC, you can create a transaction account from our mobile app or website in three simple steps (please check the demo video).

Investing in a mutual fund is very easy and quick:

  • Login/register on our website or mobile app.
  • You can start with any amount (as low as 500).
  • You can choose from many options, from low-risk to very high-risk products, such as liquid funds, debt funds, and sector funds.
  • You can invest a lump sum or start monthly investments (SIP) through auto-debit creation.
  • Simply create an online transaction account on our integrated platform with India's recognized exchange, and you can start investing. No D-Mat account is required.

Watch a demo video for investing through our mobile app:

This video will show you a step-by-step guide for investing in mutual funds through our mobile application. You can create your account by simply entering your mobile number, and the rest of the process will follow.

Download our Mobile App (Android): "FUNDCONNECT"
Download our Mobile App (iOS): "FundConnect"

Watch a demo video for investing through our website:

This video will show you a step-by-step guide for investing in mutual funds through our website. You can create your account by simply entering your email and other details to proceed.

Click here to create your account on our website: Sign up

Want to learn more about mutual funds?

Join us for an online webinar or knowledge session, conducted regularly: